Senior Paraplanner
Kathy has been working for Financial Institutions since 1980 including Colonial Mutual, Citibank and more recently four years as a Para Planner with Commonwealth Financial Planning on the Sunshine Coast.
Kathy says “I believe we have a duty of care to help our clients achieve their financial goals”.
Kathy joined Ellerfield Financial Planning in January 2008. She is a Senior Paraplanner and is responsible for preparing quality financial and technical strategies.
Originally from Tauranga NZ, Kathy moved to Sydney in 1979 where she resided until 1999.
Kathy enjoys the coast lifestyle “after the fast pace of Sydney, I find the Sunshine Coast provides a quality of life where you can drive a short distance to the sparkling beaches or the beautiful bush reserves”.
|
